Client approval checklist
A simple checklist to ensure clients sign off clearly and on time.
Use this checklist to make approvals clear and predictable.
Who it is for
- Account managers
- Producers
- Client reviewers
Checklist items
- Confirm the review link and due date
- Share the scope of feedback needed
- Collect all comments in one place
- Resolve each comment with a clear response
- Request a final approval status
Recommended fields
- Approval status
- Approval date
- Client contact
- Version
Tip
Make approval a visible status, not a hidden email thread.
Bring this workflow into SlateNote
Get started and customize this template for your team.